F L Putnam Investment Management Co

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Assets, Funds, Holdings

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F L Putnam Investment Management Co
CRD #106223
SEC #801-21951
CIK #
AUM $6.2 BB (2024-08-01)
Employees 105 (57% Investors, 0% Brokers)
Phone800-344-3435
Address6 Kimball Lane
Lynnfield, MA 01940
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
7.56.04.53.01.50.02001200920172025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 818 0.3
(b) Individuals (high net worth individuals) 1,056 4.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 171 1.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 13 0.1
(n) Other 0 0.0
Total 5,203 6.2
By Discretionary
Discretionary 5,125 6.1
Non-Discretionary 78 0.1
Total 5,203 6.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 6.2
Total 5,203 6.2
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GYL Financial Synergies LLC
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Intellicents Investment Solutions Inc
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